Image of Melissa Kidd

Melissa Kidd

Communication Coach

International Coaching Federation Certificate, Master NLP Practitioner

Motem

motem.co.uk

Melissa Kidd, Director of Motem, specialises in helping financial services professionals to communicate more effectively.

With a background in marketing and psychology, she focuses on communications to get results – be that increased efficiency, confidence or engagement.

Her clients include the Personal Finance Society, the Chartered Insurance Institute, HSBC, Allianz, Zurich and Bourlet Consulting and Trigon Pensions.

She has a certificate in coaching – accredited by the International Coaching Federation, is a Master NLP practitioner and has worked alongside the finance sector for over 10 years.

Content by Melissa Kidd

Conversations that Connect

Whether you are writing suitability reports, emails, or letters, helping clients to understand financial advice recommendations is no easy task.

Get it Write

Whether you are writing suitability reports, emails, or letters, helping clients to understand financial advice recommendations is no easy task.

Ace your Annual Review

Annual review meetings are an important opportunity to cement your relationship and hopefully reassure clients that they have enough.

Finesse your first meetings – Part 3

In this session, we help prospects to identify what their money is for, so that they can fund a fulfilling life.

Finesse your first meeting – Part 2

Imagine you are just about to meet your ideal client. What are you going to say that will build trust from the get go?

How to politely disengage clients

Parting ways with clients can be challenging. And many advisers maintain poor relationships over the years as they’re unsure how to communicate their wish to walk away.

Finesse your first meetings

First meetings are brimming with potential. Some clients will be nervous, some will be confident, some will have no idea about what’s involved or what they’d like their future to hold.

How to politely screen clients

There can be a lot riding on first meetings. They can be the springboard to a long and fruitful relationship. But they can also be a waste of time.